Yui Nausicaaさんのブログ
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最近書いたブログ
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https://www.slideshare.net/jamesckyeh/nintendo-investment-thesis-before-the-launch-of-switch ...続きを読む
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Investment thesis and post investment managementHave a look~https://www.slideshare.net/jamesckyeh/nintendo-investment-thesis-before-the-launch-of-switch ...続きを読む
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Have a look~https://www.slideshare.net/jamesckyeh/nintendo-investment-thesis-before-the-launch-of-switch ...続きを読む
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Stuffs not discussed in detailhttps://www.slideshare.net/jamesckyeh/stuffs-not-discussed-in-detail Nintendo investment thesis before the launch of Switchhttps://www.slideshare.net/jamesckyeh/nintendo-investm... ...続きを読む
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Below is my investment thesis for Nintendo. Remind: intellectual exercise. https://www.slideshare.net/jamesckyeh/nintendo-investment-thesis-before-the-launch-of-switch ...続きを読む
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NX diffusion under different TAM assumptions Reminder: no data or model in this slide has been checked or validated. The slide should be only regarded as an intellectual exercise https://dl.dropboxuserc... ...続きを読む
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【コラム】Nintendo Switchは誰に向けたもの? 任天堂の狙いを考察 http://www.inside-games.jp/article/2017/02/12/105298.html My thoughts below If sharing/physical communication aspect of Switch really works out, we might see a very st... ...続きを読む
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Just few weeks away from the launch on 3 March. The unit shipment of NX will be closely tracked by the market. This is kind of long term task given the lifespan of this model might last 5-6 years(I/m long on... ...続きを読む
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Sadly I don't read Japanese but I believe this is some kind of blogging stuff. Just read a commentary about NX at cnet. https://www.cnet.com/news/what-my-kid-wants-in-nintendo-switch/ This post is thought a... ...続きを読む